I had a functional Process that I needed to migrate to flow so I could edit it. #Flow
Use Case - Sales team uses Outreach for emailing many new Open leads at once. Tasks are recorded with [Outreach] in the subject. Existing Process would change Lead Status to a new status if that string was found in the subject. We found that one person's tasks was inadvertently changing the status with the [Outreach] string in their emails so I had to migrate this to add their ID to the list of factors to make sure they didn't trigger this change.
Migrated the existing Process to Flow and it doesn't work now. It's completely unclear to me why this didn't work (all other migrations to flow have gone seamlessly for me).
My entry point screenshot based on the Task object
My update fields page in the flow
In my experience, I'm always overlooking something simple in the logic of the flow setup. Any ideas or guidance would be greatly appreciated.
Agreed on the quantity of lacking threads out there, I appreciate the time and effort! I still think the first point might be a bit overkill since the entry criteria for the Flow is already checking the Id prefix for the WhoId being a Lead, so again, I think we were both on it with our original suggestion to use the WhoId merge field. I think the issue was just a product of a copy+paste+save, rather than using the merge field 🤷‍♂️
